The uncertainties unleashed by Donald Trump’s unabashed mercantilism will likely weigh on private sector investment
Pushing back against Hindi is a cornerstone of Dravidian politics and played an important role in DMK's first major election victory in 1960s. While the issue may still resonate with a section of voters, there's a lot in the social and economic structure of the state that has changed over the last few decades. Therefore, the jury's out on whether the DMK can offset anti-incumbency through the Hindi issue in the 2026 assembly election
The share of industry in GVA has come down from 33.04 percent back in 2009-10 to an estimated 30.58 percent in 2024-25. There does seem to be something in all the talk about premature deindustrialisation
The televised blowup between Trump and Zelensky encapsulates the essence of America’s foreign policy today. Backed by the largest and most expensive military force, the security blanket provided by the leader of ‘free world’ comes at a cost. The recipients of the security blanket can’t negotiate the deal, they just have to accept it. Watch out, Japan and South Korea
India’s GDP grew 6.2% YoY in Q3 FY25, with growth expected to accelerate further in Q4. Strong private consumption and policy support are driving momentum despite global uncertainties
Statistics ministry expects GDP to expand by 7.6% in the January-March quarter which appears unlikely despite episodic consumption boost. It’s now reasonable to expect another 25-50 basis point reduction in repo rate by RBI
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read.
As much as it’s true to say that give the Governor six months for him to be one of RBI in approach, the reverse is also equally true. There is a reason why it matters who helms the central bank. The question, however, is whether Governor Malhotra’s regulatory changes are a bit premature
The apex court has tilted in favour of privileging fundamental rights over statutory laws if the prosecution takes an inordinate time to finish investigation. In a related area, there are more than four million pending criminal cases which began over a decade ago. Many languish in jail as undertrials. Is there a way to clear the backlog without being more liberal about bail?
Unilever board’s bid to accelerate the pace of change by appointing a new CEO is likely to have a knock-on effect in one of its key markets—India
FT investigation: Saifuzzaman Chowdhury and his family bought 482 properties overseas costing $295 million. The new government wants some of that money back
RSSFACTS: The Rashtra Sevika Samiti, founded in 1936, focuses on empowering women through social service, leadership, and nation-building. With over 4,000 branches and 1,800 projects, it collaborates with the RSS to promote self-realisation, family values, social harmony, and civic responsibility
As Congress ponders a gigantic new budget resolution, supporters of fiscal moderation have gone suspiciously quiet
Cordial relations with Beijing and long-standing US ties may no longer be sufficient for supply chains to survive
Building a robust infrastructure for AI should be a priority for India
China is doing its best to maintain its supremacy on the seas
The next leg of sustainable growth in the sector, especially in the new world order of protectionism, will need to come from innovation
Inventory destocking and price erosion adversely impacted global agrochemical industry growth in 2024.
Microfinance entities have seen their loan book shrink in the third quarter of FY25
British Prime Minister Keir Starmer visited Washington, D.C., on February 26, 2025, where he emphasized that the most important relationship for the UK is with the United States. During his visit, he met with business leaders at the British ambassador’s residence, hosted by Peter Mandelson. Starmer expressed a desire to forge a new partnership with the U.S., sharing the belief that their best days lie ahead. Starmer’s visit also included a meeting with President Donald Trump. Prior to his trip, he called on Washington to provide a security "backstop" for European peacekeepers in Ukraine. He argued that this would ensure lasting peace in Ukraine rather than a temporary ceasefire. Furthermore, Starmer stated that Britain would contribute to any peacekeeping efforts in the region. Overall, the visit highlighted the importance of strengthening the UK-U.S. relationship and advancing international cooperation on global security issues.
Oral observations may not find their way into a formal order. However, they can leave a lasting impression on people, even if they are made in an offhand way. They also run the risk of diluting judicial accountability
Writing as Le Grand Fromage, the market veteran explains how "Lake of Returns" approach can be used to gauge market sentiment and to make market predictions. The approach posits every asset class and sub- component of it has a natural return reservoir attached to it, based on its long-term history. In order to judge if the market's lake is low or high in terms of water, or returns, we need to look at the kinds of returns we have seen generated in the past few years
In Constituent Assembly debates, there was a consensus that the right to vote should be treated as a fundamental right and, therefore, integrity of electoral process is of paramount importance. As Supreme Court hears a challenge to the Parliament’s law on the composition of the selection committee for EC, also at stake is the question of separation of powers between the judiciary, legislature and executive
India aims to balance economic growth with environmental sustainability through electric vehicle adoption and circular economy practices. By integrating both strategies, India can reduce emissions, lower production costs, and foster long-term economic growth in the automotive sector
The recent changes by SEBI make operations more expensive for market players. From now on, the computation of the MWPL will only consider the OIs of options closer to the current market price. These options are more expensive than OTM options, complicating pushing a stock onto the ban list
